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Metalogix StoragePoint 5.8 - Reference Guide

Planning the Metalogix StoragePoint Implementation Backup/Restore and Disaster Recovery Synchronous versus Asynchronous Setting up Metalogix StoragePoint Default Values General Settings Managing Storage and Backup Endpoints Managing Storage Profiles
Creating a New Storage Profile Editing an Existing Storage Profile Converting a Profile to RBS Copying a Profile Delete an Existing Storage Profile Storage Profile Timer Jobs
Metalogix StoragePoint Timer Job Monitoring File Share Librarian Large File Support Dashboard User Experience Activating the Software Appendix A: Import\Export Tool Appendix B: Feature Matrix

Name and File Share to Catalog

librarian 1

1.Enter a name for the file share librarian job.

2.Enter the UNC path of the file share to be cataloged in the File Share to Catalog field and click Validate. Two things will happen:

a.The file share is validated against existing endpoints, and if no endpoints match, a new one will be created.

b.The structure of the file share is made available to the Folders and Files to Catalog Settings. If changes are made to the file share, to see those changes reflected before saving, click Validate again.

Folders and Files to Catalog Settings

librarian - folders and files to catalog settings

1.To Include or exclude particular folders from within an endpoint, click Click to Configure Folders.
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a.Select whether to exclude or include folders from being cataloged.

b.Select folders by placing a check in the box. Selecting a child folder if the parent is already selected is not necessary. Selecting a parent folder will uncheck any child folders, but the child folders will be included in the selection.

c.Click Uncheck All to clear any checkmarks and start over.

d.Path(s) can also be entered manually by using the Enter in Textbox option. Changes made during textbox entry will only be reflected on the tree view if the path is valid.

OR

e.Use a search pattern to catalog only folders that meet a specific pattern. Use a backslash and asterisk (\*\) for each level beneath the root where the named folder would be found. See the screenshot above for an example. Click Validate & Calculate to show how many folders will be cataloged.

 

NOTE: If including only child folders, the parent folders may correspond to SharePoint structure that must be created in order to maintain folder integrity. The files in the parent folders will not be cataloged.        

 

librarian 3

2.To exclude files by property information, select the date for the corresponding filter type – Created Before, Last Modified Before, or Last Accessed Before, and/or enter a numeric value for the File Size Greater Than filter.

3.To include or exclude particular files or file types, select the corresponding radio button and enter the information separated by commas in the provided text box.

Large Files and File Share Librarian

File Share Librarian will catalog files greater than the web application upload threshold, but Large File Upload must be enabled on General Settings.

File Share Options

librarian 2

1.Check the Clean-up item names before import into SharePoint? checkbox to have Metalogix StoragePoint check for and remove invalid characters or character sequences from file or folder names.  Please refer to Microsoft's guidance on acceptable characters in SharePoint farms.

2.Check the Promote folder permissions to SharePoint containers? checkbox to have Metalogix StoragePoint  promote the effective permissions on file share folders to the containers (i.e. sites, lists, and folders) it creates in SharePoint. The mapping of permissions is as follows:

a.Users in file system with Full Control are mapped to “Owner”

b.Users in file system with Write access are mapped to “Contributor”

c.Users in file system with Read access are mapped to “Reader”

 

Note that any permission changes made on the file share are not reflected on the SharePoint farm until the librarian timer job is rerun. This applies only for SharePoint 2013 and SharePoint 2016. Permissions will not be updated for SharePoint 2010.

Truncation

The Truncate feature allows the reduction/truncation of the folder or file names as necessary in order to catalog content to SharePoint. This is done by specifying the max folder name and max file name when the longest UNC Path is greater than 259 characters. The  feature allows customization of the folder name size, file name size and truncation character replacement. Truncation can be done for only Files or only Folders or both. Truncation is applied at the most granular level of the file share to be cataloged. It will begin with file names, and then parent folders, as necessary, progressing further up in the hierarchy to accomplish a suitable URL.

NOTE: If planning to use truncation and using the simulate mode, run the timer job before enabling truncation and use the suggested file name and folder name length settings. See Suggested Truncation Sizes for more information.

librarian truncation settings

1.Enter a number for the max Name length for each folder that will be created in SharePoint. The minimum is 5.

2.Enter a number for the max Name length for each file that will be cataloged. The minimum is 10.

3.Choose One option to apply the truncation:

·Files and Folders .- this option will truncate file and folder names

·Files.-this option will truncate only file names

·Folders.-this option will truncate only folder names

4.(Advanced Truncation Options (optional) Enter a valid character to represent that folder or file has been truncated. This character will be inside the file or folder name. The default is = ’_’ (underscore).

·Site collection names and sub site names never truncate if the scope is Web Application or Content Database.

·Sub site names never truncate if the scope is site collection.

·Beginning at the most granular level, truncation stops once a suitable URL length is reached and no more file or folder names will be truncated.

·If 2 files have the same name after truncation, one of the file names is reduced by 2 characters and ‘_#’ is added to the file. For example:
librarian truncation example

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